Jack Robert Mockenhaupt

MRK FINANCIAL SOLUTIONS POSITION: Financial Paraplanner NATURE: MRK is a Financial Planning and tax-smart investing firm. Some services we provide are:-Financial Planning-Investment Management-Insurance Planning-Tax PlanningFinancial Paraplanners are responsible for supporting Financial Advisors by reviewing clients' financial statements, legal documents, etc. to prepare a summary of clients' goals and objectives, including but not limited to annuities, retirement plans, college savings estimations, and social security estimations. They prepare documents and reports in anticipation of client meetings and/or as follow-up for post-meeting items. They execute trades in client accounts as needed/requested. They also complete various clerical tasks as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/31/2021 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: -Review client information (financial & legal documents) and create a summary of their goals/objectives in preparation for advisor meetings.-Prepare documents & reports both in anticipation of meetings as well as for following-up post-meeting.-Execute trades when necessary/requested.-Assist in identifying funds to watch/recommend in order to create a balanced portfolio.-Offer investment guidance and products to clients.-Other duties as necessary (clerical, etc.)